Whale Rock Capital Management
Boston, MA·SEC-registered · CRD #140746
Whale Rock Capital Management is an SEC-registered investment advisory firm in Boston, MA managing $13B across 19 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
19
Advisory staff
10
Fee model
Fee-only
How Whale Rock Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Whale Rock Capital Management
How much does Whale Rock Capital Management manage?
Per its most recent SEC Form ADV filing (06/02/2026), Whale Rock Capital Management reports $13B in regulatory assets under management across roughly 19 client accounts.
How does Whale Rock Capital Management charge?
Whale Rock Capital Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Whale Rock Capital Management a fiduciary?
Yes. Whale Rock Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #140746), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Whale Rock Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Whale Rock Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Whale Rock Capital Management's public SEC Form ADV filing (CRD #140746, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Whale Rock Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Whale Rock Capital Management? Claim this profile.